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Laopu Gold (6181 HK) - From Gold Beta to Execution Risk	Wong Ming Him, Joseph	2026-01-29
Microsoft (MSFT US) - Strong results overshadowed by OpenAI worries	Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan	2026-01-29
Meta (META US) - 4Q results and 1Q guide both beat on AI and User growth	Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan	2026-01-29
Tesla (TSLA US) - Auto pressure offset by energy, physical AI narrative remains intact	Liang Yonghuo,Harrison, Yin Haocheng	2026-01-29
Jan FOMC Meeting Key Takeaways - Fed Pauses Rate Cuts to Enter "Wait-and-See" Period, Eyeing 2Q Easing Signals	Ning Bo	2026-01-29
老铺黄金 (6181 HK) - 金价与需求潜在脱钩，运营风险主导投资逻辑	黄铭谦	2026-01-29
Global Pharmaceutical & Healthcare - JPM 2026: Healthcare AI Inflection Point — Adoption Accelerates, Value Shifts to Providers	Chen Hongdao, George,Tan Zhen,Chen Zhuhong, Jonah	2026-01-28
全球医药、医疗行业 - JPM 2026：医疗AI应用百花齐放，竞争与定价压力同步显现	陈泓道,陈铸鸿,谭震	2026-01-28
美国互联网行业 - 机器 vs 人类：AI 生产力正在驱动科技行业的分化	王腾杰,宁铂,李怡珊,张贺楠	2026-01-27
US Internet Sector - Machine vs Human: AI productivity driving divergence in tech	Wong Tang Kit, Tommy,Ning Bo,Li Yishan, Crystal,Zhang Henan	2026-01-27
Anta Sports (2020 HK) - Puma acquisition	Wong Ming Him, Joseph	2026-01-27
港股市场周报 (2026/1/26) - 港股进入政策红利密集释放期	宁铂	2026-01-26
US Strategy Weekly (26 January 2026) - Driven by Earnings with a Rate Hold Expected this Week	Ning Bo	2026-01-26
美股市场周报(2026/1/26) - 预计本周降息暂停，关注“超级财报周”的基本面驱动	宁铂	2026-01-26
HK Strategy Weekly (26 January 2026) - HK Equities Entering a Concentrated Window of Policy Tailwinds	Ning Bo	2026-01-26
Intuitive Surgical (ISRG O) - From da Vinci to Ion: The Evolution of the Global Leader in Surgical Robotics	Tan Zhen,Chen Zhuhong, Jonah,Chen Hongdao, George	2026-01-23
直觉外科 (ISRG O) - 从达芬奇到Ion，全球手术机器人王者成长之路	谭震,陈铸鸿,陈泓道	2026-01-23
华润啤酒 (291 HK) - 战略聚焦转向提升效率与更高派息	黄铭谦	2026-01-22
China Resources Beer (291 HK) - Pivoting to efficiency and higher payouts	Wong Ming Him, Joseph	2026-01-22
Minth Group (425 HK) - Policy tailwinds support core and new business growth	Liang Yonghuo,Harrison, Yin Haocheng	2026-01-22

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